|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.21% | | 5-Year Average Return: | 3.22% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.97% | |
Worst 1-Yr Total Return (2008): | -34.48% | |
Best 3-Yr Total Return (2005-7): | 13.25% | |
Worst 3-Yr Total Return (2006-8): | -4.37% |
|
| 1-Year: | -10.38% | | 3-Year: | -4.08% | | 5-Year: | 3.03% | | 10-Year: | 1.26% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | UNCMX | Category | Diff | Index* | Diff | | Year To Date | 21.21 | 31.20 | -9.99 | 24.07 | -2.86 | | 1-Month | 5.17 | 5.67 | -0.5 | 6.00 | -0.83 | | 3-Month | 5.55 | 8.18 | -2.63 | 7.91 | -2.36 | | 1-Year | 21.91 | 34.04 | -12.13 | 25.39 | -3.48 | | 3-Year | -3.03 | -3.89 | 0.86 | -5.79 | 2.76 | | 5-Year | 3.22 | 1.25 | 1.97 | 0.71 | 2.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.43 | 43.84 | -1.41 | 45.76 | -3.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.00 | -18.03 | 1.03 | -18.25 | 1.25 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UNCMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.48 | -40.67 | 6.19 | | 2007 | | | 14.12 | 13.35 | 0.77 | | 2006 | | | 16.97 | 7.05 | 9.92 | | 2005 | | | 8.83 | 6.71 | 2.12 | | 2004 | | | 9.83 | 7.81 | 2.02 | | 2003 | | | 17.39 | 28.66 | -11.27 | | 2002 | | | -21.98 | -27.64 | 5.66 | | 2001 | | | -15.31 | -22.30 | 6.99 | | 2000 | | | 9.65 | -13.05 | 22.70 | | 1999 | | | 16.41 | 38.87 | -22.46 |
|
| PAST QUARTERLY RETURNS (%) FOR
UNCMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.90 | 14.13 | 17.24 | N/A | | 2008 | -10.59 | 3.17 | -10.94 | -20.25 | | 2007 | 0.21 | 7.86 | 6.09 | -0.48 | | 2006 | 6.54 | 2.29 | 2.16 | 5.06 | | 2005 | 0.55 | 1.60 | 4.07 | 2.36 | | 2004 | -1.68 | 2.63 | 0.27 | 8.55 | | 2003 | -5.34 | 11.83 | -0.71 | 11.68 | | 2002 | -1.75 | -11.66 | -16.42 | 7.54 | | 2001 | -14.46 | 3.64 | -14.60 | 11.86 | | 2000 | 11.87 | 0.02 | 1.21 | -3.18 | | 1999 | N/A | N/A | N/A | 13.40 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1636 | 1818 | 89.99 | | 1-Month | 1829 | 1906 | 95.96 | | 3-Month | 1808 | 1904 | 94.96 | | 6-Month | 1156 | 1866 | 61.95 | | 1-Year | 1428 | 1815 | 78.68 | | 3-Year | 550 | 1537 | 35.78 | | 5-Year | 175 | 1273 | 13.75 |
|
|
|
|
|
0.03% Nasdaq 
Performance
